True Link Financial Advisors, LLC Sells in Q3 2025

True Link Financial Advisors, LLC

  • $1.55 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-292K
- 44.38%
$110.06 - $110.49 $32.1M - $32.2M
366K $40.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-10.9K
- 25.58%
$100.37 - $100.74 $1.1M - $1.1M
31.8K $3.21M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-24.3K
- 26.67%
$22.84 - $22.95 $555K - $558K
66.9K $1.53M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-23.7K
- 26.38%
$23.29 - $23.38 $553K - $555K
66.2K $1.55M
SCHO
Schwab Short Term Us Treasury

ETFs
-22.5K
- 26.3%
$24.23 - $24.42 $546K - $550K
63.2K $1.54M
VIG
Vanguard Dividend Appreciation

ETFs
-2.6K
- 1.88%
N/A
136K $24.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.42K
- 14.95%
$137.51 - $145.26 $196K - $207K
8.09K $1.15M
IVE
Ishares S&P 500 Value ETF

ETFs
-615
- 28.9%
$194.44 - $206.51 $120K - $127K
1.51K $312K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.67K
- 4.41%
$33.26 - $34.01 $88.8K - $90.8K
57.9K $1.96M
OKTA
Okta, Inc.

Technology
-250
- 4.46%
$88.51 - $101.1 $22.1K - $25.3K
5.35K $490K
CAH
Cardinal Health Inc

Healthcare
-216
- 12.59%
$146.04 - $167.63 $31.5K - $36.2K
1.5K $235K
IBM
International Business Machines Corp

Technology
-55
- 2.89%
$234.77 - $292.47 $12.9K - $16.1K
1.85K $522K
WFC
Wells Fargo & Company

Financial Services
-600
- 17.16%
$77.05 - $85.16 $46.2K - $51.1K
2.9K $242K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
-1.18K
- 7.97%
$27.91 - $29.22 $32.9K - $34.5K
13.6K $396K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-315
- 7.75%
$87.05 - $93.19 $27.4K - $29.4K
3.75K $348K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-892
- 14.75%
$39.06 - $43.42 $34.8K - $38.7K
5.16K $223K
PG
Procter & Gamble CO

Consumer Defensive
-21
- 1.37%
$150.47 - $161.22 $3.16K - $3.39K
1.51K $231K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-122
- 7.52%
$136.48 - $142.97 $16.7K - $17.4K
1.5K $210K
AMZN
Amazon Com Inc

Consumer Cyclical
-47
- 1.44%
$211.65 - $238.24 $9.95K - $11.2K
3.21K $704K
ALL
Allstate Corp

Financial Services
-150
- 8.15%
$192.0 - $214.65 $28.8K - $32.2K
1.69K $362K
DTM
Dt Midstream, Inc.

Energy
-93
- 3.88%
$99.17 - $113.27 $9.22K - $10.5K
2.3K $260K
UNP
Union Pacific Corp

Industrials
-25
- 2.15%
$214.91 - $237.16 $5.37K - $5.93K
1.14K $268K
CATH
Global X Fds Global X S&P 500

ETFs
-170
- 5.96%
$75.38 - $81.32 $12.8K - $13.8K
2.68K $217K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-75
- 2.91%
$459.11 - $506.91 $34.4K - $38K
2.5K $1.26M
XOM
Exxon Mobil Corp

Energy
-45
- 1.95%
$105.83 - $117.22 $4.76K - $5.27K
2.26K $255K
NVDA
Nvidia Corp

Technology
-621
- 13.85%
$153.3 - $186.58 $95.2K - $116K
3.86K $720K
VEA
Vanguard Ftse Developed Market

ETFs
-27
- 0.47%
$56.02 - $60.3 $1.51K - $1.63K
5.75K $344K
PEP
Pepsico Inc

Consumer Defensive
-12
- 0.56%
$133.81 - $152.16 $1.61K - $1.83K
2.12K $297K
JPM
Jpmorgan Chase & CO

Financial Services
-64
- 4.26%
$282.78 - $316.06 $18.1K - $20.2K
1.44K $454K
RTX
Raytheon Technologies Corp

Industrials
-48
- 3.47%
$144.19 - $167.33 $6.92K - $8.03K
1.34K $223K
VTI
Vanguard Total Stock Market Et

ETFs
-70
- 3.51%
$303.93 - $329.86 $21.3K - $23.1K
1.92K $631K
MSFT
Microsoft Corp

Technology
-30
- 1.27%
$491.09 - $535.64 $14.7K - $16.1K
2.32K $1.2M
XEL
Xcel Energy Inc

Utilities
-120
- 3.26%
$67.56 - $80.65 $8.11K - $9.68K
3.56K $286K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2K
- 4.38%
$82.42 - $87.03 $165K - $174K
43.6K $3.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22
- 0.18%
$49.43 - $54.52 $1.09K - $1.2K
12.2K $658K
GE
General Electric CO

Industrials
-16
- 0.66%
$244.75 - $305.63 $3.92K - $4.89K
2.4K $722K
GOOGL
Alphabet Inc.

Communication Services
-32
- 1.88%
$174.36 - $254.72 $5.58K - $8.15K
1.67K $405K
IVW
Ishares S&P 500 Growth ETF

ETFs
-986
- 4.47%
$108.97 - $121.65 $107K - $120K
21.1K $2.54M
LMT
Lockheed Martin Corp

Industrials
-125
- 2.43%
$410.74 - $499.21 $51.3K - $62.4K
5.03K $2.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-92
- 0.26%
$87.29 - $93.61 $8.03K - $8.61K
35.1K $3.27M
AAPL
Apple Inc.

Technology
-58
- 1.88%
$202.38 - $256.87 $11.7K - $14.9K
3.03K $772K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-575
- 5.08%
$420.11 - $472.68 $242K - $272K
10.7K $5.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.18K
- 0.72%
$182.33 - $194.5 $215K - $230K
162K $31.5M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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